Insurance

EMEA ISV Industry Booklet

*Salesforce Research analysed survey responses from 100+ technology leaders worldwide

WELCOME TO THE EMEA ISV INDUSTRY BOOKLET FOR INSURANCE

01. Insurance ISVs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3–5

02. Horizontal ISVs . . . . . . . . . . . . . . . . . . . . . . . . . . . 6–15

03. Success ISVs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16–19

04. Get in touch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Contents

93% of CIOs and IT Leaders say that in order to compete, they need improvements in customer experience and customer facing technology.* To achieve this, initiatives to improve system integration and security are considered vital.

AppExchange applications speed up and ease integration as they are built on the same platform as the Salesforce Customer 360. This enables CIOs to break down silos and securely integrate data and systems to achieve a single 360 customer view and therefore drive seamless customer experiences.

The AppExchange further aligns with CIO priorities by providing industry-specific applications that further enable digital transformation in their sector.

The insurance industry faces major challenges due to an influx of new, tech-savvy players entering the market, causing customer expectations to shift towards innovation and away from more traditional methods. To lead in this new era it has become vital to implement solutions that build customer-centricity, personalised customer engagement and exceptional experience.

The AppExchange has over 4400 solutions across industries and business processes. This booklet highlights the ISV solutions in insurance that have the ability to execute in EMEA (Europe, Middle East and Africa). Baman Motivala AVP, ISV EMEA & APAC Salesforce

2

TRUTH

Einstein AI Commerce

Marketing

Sales

Trailblazers& Reskilling

Integration

EmployeeExperience

Success

Industries

Partners

Apps

Analytics

Service

Insurance ISV 360

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ISVs that have a strong, proven use case within a specific industry

Imagine if your website or mobile app could see exactly what your customers do

on your website or mobile app and in real-time, and why they did it? Glassbox is an

innovative digital customer orchestration solution, which provides you real-time

visibility into online customer behaviour and takes you to the heart of the struggle or

where you generate revenue.

Novidea is the end-to-end broking platform designed specifically for brokers, MGAs

and insurers. Novidea covers the entire insurance lifecycle from enquiry to quotation,

policy, endorsements, claims, Insurance Broker Accounting (IBA) including Quote

and Bind, and rating engine. Novidea drives operational efficiencies and increased

revenues across the entire broker operation.

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Guidewire delivers the industry platform that Property and Casualty (P&C) insurers

rely upon to adapt and succeed in a time of accelerating change. Guidewire

InsurancePlatform™ is the P&C industry platform that unifies software, services,

and partner ecosystem to power our customers’ business. InsurancePlatform

provides the standard upon which insurers can optimise their operations, increase

engagement, drive smart decisions, innovate quickly, and simplify IT.

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Lightico digitally transforms connections between businesses and their customers,

making the experience effortless, efficient, and unforgettable. With Lightico, sales

and service agents can instantly collect eSignatures, eForms, consent to disclosures,

ID and payments in real time, straight from customers’ mobile phones.

Insurance Industry ISVs

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OCTO IoT4I app is the disruptive digital solution that allows insurers to figure out

individual customer driving behavior favoring customer engagement and cross-

selling. Insurance marketing and sales teams can build campaigns selecting the

target from their portfolio in order to propose a motor line personalised offer based

on Octo scoring.

SmartCOMM™ for Salesforce is the industry-leading enterprise document

generation platform specifically designed to meet today’s complex customer needs.

SmartCOMM helps enterprises deliver personalised, interactive communications

via customers’ preferred channels. Designed for the business user, SmartCOMM

simplifies and standardises communications processes leading to improved internal

efficiency, increased ROI and improved customer experience.Find out more >

Find out more >

Shift Technology delivers AI-native SaaS solutions to 90+ Insurance clients and

has analysed over 1.5Bn claims. Shift Intelligent Insurance Platform is an AI claims

automation engine that increases the volume of touchless claims, empowers claims

professionals, and enables carriers to deliver the best claims experience.

Find out more >

EMEA ISV Industry Booklet – Insurance

Horizontal ISV 360

TRUTH

Einstein AI Commerce

Marketing

Sales

Trailblazers& Reskilling

Integration

EmployeeExperience

Success

Industries

Partners

Apps

Analytics

Service

Sales

Employee Engagement Marketing

Service

6EMEA ISV Industry Booklet – Insurance 6

Find out more >

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Conga helps Salesforce customers maximise their CRM investment. As the leader

in digital document transformation, Conga transforms the documents, contracts,

and processes that businesses use daily by leveraging the data within Salesforce.

Conga empowers companies to create, negotiate, execute, and manage one of their

most critical business assets: documents, so they focus on driving business and

revenue faster.

Dun & Bradstreet is the global leader in commercial data. We provide native data

management capabilities to the Salesforce ecosystem which ensures that clients

have confidence in the information held on their accounts, leads and contacts. Our

solutions are easy to deploy, prevent duplication and keep key information updated.

We enable more accurate reporting, increased sales productivity and greater

user adoption.

Find out more >

Fonteva enables membership organisations to modernise their technology platform

to navigate today’s fast-changing environment, better serve members, and achieve

current and future goals. Fonteva is a full enterprise software solution used by over

300 associations around the world to bring member communities together and drive

data-informed decision making.

Automate and connect the entire agreement process with DocuSign. DocuSign

Agreement Cloud for Salesforce helps organisations connect and automate how they

prepare, sign, act on, and manage agreements — all integrated with Salesforce. With

DocuSign, organisations can do business faster with less risk, lower costs, and better

experiences for customers, partners, and employees.

SalesISVs that have a proven use case across multiple industries and business unitsHorizontal Industry ISVs

7EMEA ISV Industry Booklet – Insurance 7

Recently recognised as a top 10 fastest growing technology company in Deloitte’s

Fast 50 Awards, Introhive helps organisations realise the full value of their

relationships and under-utilised data. By ensuring adoption at all levels of Salesforce

implementation, Introhive ensures users fully embrace CRM and keeps data clean

and accurate, thus increasing ROI and pipeline growth.

Find out more >

SmartCOMM™ for Salesforce is the industry-leading enterprise document

generation platform specifically designed to meet today’s complex customer needs.

SmartCOMM helps enterprises deliver personalised, interactive communications

via customers’ preferred channels. Designed for the business user, SmartCOMM

simplifies and standardises communications processes leading to improved internal

efficiency, increased ROI and improved customer experience.

Find out more >

700+ customers use Seismic’s leading sales enablement solution to empower sales

and marketing teams to enhance buyer experience, delivering the right content

to the right person at the right time. Companies like Schroders, T-Mobile and

Philips experience higher close rates and increased selling time through delivering

personalised content at scale.

Showpad is the most complete and flexible sales enablement platform that

marketing and sales rely on to prepare sellers, engage buyers and optimise

performance with insights. With single user experience, our solution makes it easy

to discover and share the right content, deliver training and coaching, and maximise

seller productivity.

Find out more >

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EMEA ISV Industry Booklet – Insurance

SMS-Magic are leaders in conversational messaging for service providers (health,

education, staffing, finance etc.), helping them generate more leads (bulk sends),

qualify more leads and service more customers (automate communication) on

messaging channels like SMS, Whatsapp and Facebook Messenger among others.

Find out more >

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Upland Altify helps revenue teams connect to customer’s goals, buying processes

and desired outcomes. Our Customer Revenue Optimisation (CRO) applications,

100% Salesforce native, help align the revenue teams to generate value and grow

revenue. Altify applications provide the strategy, methodology, and technology to

ensure you win opportunities that matter, grow revenue in key accounts and build

repeatable winning sales processes.

Find out more >

Xactly is leading the way in sales performance management delivering planning,

execution, and optimisation to ambitious and complex sales organisations. We help

sales orgs change and adapt to optimal sales capacity, territories, comp plans, and

payment structures. Sales representatives get visibility, managers find clarity, and all

leaders across finance, accounting, and your go-to-market org see a return.

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The Medallia Experience Cloud is a customer experience platform, which brings

together the best capabilities for collecting voice-of-customer feedback and signals,

analysing the results and bringing insights to employees for customer-centric action.

With the Medallia Sales & Service Experience integration application, this outside-in

view of the customer can be unified with Salesforce data to ensure that employees

are aligned with customers, drive higher customer loyalty, and improve

business outcomes.

Natterbox delivers global cloud telephony, 100% embedded in Salesforce.

Natterbox empowers businesses to use live CRM data to deliver personalised phone

journeys, with high call quality, around the globe. Natterbox enables you to increase

efficiency, improve productivity and enhance the customer experience. Natterbox

Freedom offers a transformative interface with the ability to work wherever you want,

from any device you want.

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Every company runs projects, for research and development marketing, customer

onboarding, customer success, IT and much more. Cloud Coach is the only

enterprise class project management solution built on Salesforce. Cloud Coach

supports both waterfall and agile project methodologies so there is no business we

can’t help provide value to!

Find out more >

Coveo enables enterprises to thrive in the experience age, through delivering

unique experiences that are relevant, unified, and valuable. The Coveo Experience

Intelligence Platform uses AI, intelligent search and recommendation technologies

to personalise millions of digital experiences. Coveo delivers solutions for commerce

and service built on the coveo experience intelligence platform for enterprises in high

tech, manufacturing and financial services.

Find out more >

Service

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Complete the true 360° view of your customers by connecting, managing, and

analysing customer reviews and questions with nearly 50 integrations including:

Amazon, Google My Business, Google Play Store, Apple App Store, Ocado, Trustpilot,

Bazaarvoice, PowerReviews and Yotpo. Reputation Studio aggregates reviews into a

single dashboard, enabling direct engagement and unlocking AI-powered

customer insights.

Vonage Contact Centre for Salesforce is the 100% native global business cloud

telephony system for the world’s leading CRM platform. The highest rated voice

solution (5* over 736 reviews) on the AppExchange, it enables personalised client

relationships at enterprise scale, super-charges agent productivity from white glove to

high volume support, and provides artificial conversation intelligence (AI) to enhance

every touch point on every interaction.

Find out more >

Live video support with AR and AI for customers, technicians, and providers.

Escalate any conversation to a video call, so your team sees what your customer,

technician, or patient sees. Remotely diagnose and guide to fast problem

resolution. SightCall customers cross many industries including manufacturing,

telco, insurance and utilities.

Find out more >

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EMEA ISV Industry Booklet – Insurance

CoreMedia Content Cloud. Be Iconic. Leverage powerful, easy omnichannel content

creation, digital asset management and multi-experience orchestration by integrating

CoreMedia Content Cloud DXP with Salesforce B2C Commerce, B2B Commerce, and

Marketing Cloud. Move at the speed of culture and create iconic experiences across

channels and devices.

Movable Ink powered campaigns auto-generate 1:1 personalised content at scale,

live at the moment of engagement. Marketers can leverage first and third-party

data sources to power these campaigns across email, web, and mobile, based on

the creative and brand standards previously defined. This ensures every customer

communication contains relevant, personalised, and accurate content that compels

users to act.

Phrasee empowers brands with the most advanced AI-powered copywriting

technology on the planet. By generating human-sounding language that’s always

in a brand’s voice, Phrasee boosts marketing performance and revenue. Phrasee’s

integration with Salesforce Marketing Cloud enables marketers to seamlessly

implement AI-powered copywriting without leaving Salesforce.

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Marketing

The Sitecore and Salesforce partnership brings together Sitecore’s leadership in

content and digital experience management and Salesforce’s leading capabilities in

segmentation and campaign management. The partnership is centered around two

important tenets of unified data and faster time to market. The by-product results

in the ability to truly personalise, optimise, and speak to customers at a 1:1 level

through content, campaigns, and customer relationships.

Find out more >

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Vudoo enables you to create interactive experiences for viewers of your video

content. Personalised interactions drive engagement, uncovering insights that

enhance the use of Salesforce Marketing Cloud, and generate business outcomes.

The platforms can be used across almost any industry, with use cases including

marketing, lead generation, commerce, recruitment and training.

Wunderkind, formerly BounceX, is an expert at helping eComm leaders win

customers by creating true 1:1 experiences for currently anonymous traffic across

devices. With Salesforce, customers are scaling list growth +4-6x through best in class

email capture strategy, and matching site visitors to CRM, increasing abandonment

email revenue +6x.

Find out more >

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EMEA ISV Industry Booklet – Insurance

Bullhorn for Salesforce is a comprehensive recruitment application built on the force.

com platform supporting the sales, recruiting, and operational processes within staffing

agencies. Used by some of the largest agencies in the world, Bullhorn for Salesforce

accelerates the adoption and usage of the core Salesforce services including Sales

Cloud, Marketing Cloud, and others.

Employee Engagement

Find out more >

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HR2day is the HR and payroll cloud solution for today and tomorrow. The vision is

to help organisations optimise their HR and payroll processes by using HR2days — a

100% native Salesforce cloud application. HR2day is available for the Dutch market

and focuses on 250+ employee organisations. The functional scope covers HR

administration, self service, talent management, payroll, leave, sickleave, expenses

and HR analytics.

Sage People provides an end-to-end HR solution on the Salesforce platform. Sage

Intacct is the world’s largest global pure-play financial management provider, with

excellent integration into Salesforce. Both products have 5-star AppExchange

reviews. Sage Intacct and People help finance and HR professionals manage

insights to help their organisations analyse, strategise, and anticipate. They integrate

processes and procedures, delivering strong ROI

Find out more >

m | ployee is a solution for the staffing and professional service industry on the

Salesforce platform. You can implement m|ployee as a stand-alone solution or as an

add-on to one of the Salesforce Clouds. Manage candidates, time, contracts, finance

and talent all in one place. One single point of truth and 100% control of time and

resources. Your flows, your processes, your business.

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SalesTrip is an expense management and travel booking system on Salesforce. Do

your employees waste time switching between Salesforce, travel booking sites and

your expense system just to visit customers? SalesTrip combines this. As a business,

does it take days to reconcile these employee travel costs against specific customers,

projects and sales opportunities? SalesTrip automates this. Better manage and justify

expense spend with SalesTrip.

HR, talent, engagement, performance, people analytics, and payroll are high on the

business agenda and, for Salesforce customers, XCD offers the only single solution. With

three-quarters of UK organisations predicted to increase their HR tech budget this year,

the market potential is huge. So if they say HR, payroll or people software, think XCD.

Find out more >

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Sirenum powers the world’s dynamic workforce. The world’s leading employers

transform their business operations by relying on Sirenum to streamline the

management of their hourly workers. Our cloud-based software enables

management to save valuable time in scheduling shifts, managing compliance,

monitoring staff, and processing payroll, while increasing gross profit for temporary

staffing agencies struggling with the evolving demands of the rapidly emerging

dynamic workforce.

Find out more >

EMEA ISV Industry Booklet – Insurance 15

Success ISV 360

TRUTH

Einstein AI Commerce

Marketing

Sales

Trailblazers& Reskilling

Integration

EmployeeExperience

Success

Industries

Partners

Apps

Analytics

Service

Backup

Security DevOps

Usage and Adoption

EMEA ISV Industry Booklet – Insurance 16

Find out more > Find out more >

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For large organisations that leverage Salesforce as a mission-critical application,

Odaseva delivers enterprise-class data governance, providing data protection

(backup, ultra-high availability, governor limits AI), data privacy (GDPR, CCPA) and

data ops (Salesforce DX Extensions). Odaseva’s data governance platform is trusted

by 10+ Million Salesforce Enterprise users from industry-leading companies such as

Schneider Electric, Heineken and Robert Half.

OwnBackup believes no company operating in the cloud should ever lose data. With

the Salesforce Data Recovery Service being retired, companies running Salesforce

need to protect against accidental data loss & corruption from human, technical

or operational errors. 2,000 customers across most segments and industries trust

OwnBackup’s decades long expertise for automated backup and recovery, sandbox

seeding, archiving and compliance.

AutoRABIT is designed around the industry’s only CI/CD (Continuous Integration/

Continuous Delivery) server designed for Salesforce metadata and data. It delivers an

integrated suite of tools including version control, deployment automation, sandbox

management, data migration and test automation that optimises processes and

automates activities at each stage of the DevOps lifecycle – simplifying deployment

on the Salesforce platform from development to production.

Copado is the #1 native devops platform for Salesforce. We enable faster, error-

free digital cloud deployments and upgrades with continuous integration and

deployment technologies, all via an enterprise-class developer platform that is 100%

native, fully integrated with Salesforce DX and Salesforce Clouds. The DevOps world

is changing at the speed of light, make sure you keep up with Copado.

ISVs that enhance Salesforce, speed up deployments, reduce risk, and increase usage and adoption

Success ISVs

DevopSbackup

EMEA ISV Industry Booklet – Insurance 17

Panaya’s ForeSight helps you foresee the impact & risk of any change you plan to

make, before going live in production. You can run an impact analysis in real time,

based on the dependencies of the components in your Salesforce Org, including:

apex classes, process builders, fields and more. Imagine your next deployment with

confidence, minus the risk. That’s ForeSight.

Find out more >

F-Secure empowers organisations to take full advantage of Salesforce’s rich

collaboration capabilities. We do this by protecting companies who collaborate and

share content with partners and customers. Unlike traditional endpoint protection

products, our solution scans in real-time for malware, computer viruses and harmful

web content in documents uploaded/downloaded from Salesforce. This allows

organisations to stay compliant and safe.

Trusted by over 8,500 facilities in highly-regulated industries, FairWarning delivers the

standard for visibility into Salesforce user activity. With FairWarning for Salesforce,

you can interpret user behaviors in real-time, speed investigations with workflow

automation and predict risk with artificial intelligence. Visualise insider threats with

FairWarning to foster a culture of compliance and trust across your employees,

partners and customers.

Find out more >

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SECURITYDevopS

EMEA ISV Industry Booklet – Insurance 18

Improved Apps is the only native digital enablement tool for Salesforce. It helps

improve user productivity and knowledge by engaging employees, customers

and partners in their preferred way. Now, all the training, learning and knowledge

absorption can be done in-situ, at the user’s point of need, on any device. A typical

customer will see a return on investment within three months.

Find out more >

Usage and Adoption

InsideBoard is the #1 AI platform for organisational change management on the

AppExchange, dedicated to encouraging user adoption, team performance and

business transformation. With more than 120,000 users, InsideBoard offers a

powerful suite of engagement levers in one unified platform enabling employees

to be the driver of their own change and helping companies to reach long-term

success on their transformations.

Find out more >

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For more information on AppExchange solutions, drop us a line or get in touch with your Salesforce Account Executive

Enjoyed reading about these

Insurance apps?

Want to find out more?

AppExchange is the leading enterprise cloud marketplace with over 4,400 ready-to-install solutions and over 1,800 consultants to extend Salesforce in any department and industry. It’s a proven ecosystem with 8M+ installs and more than 90,000 customer reviews to help you find the best match for your business.

The apps featured in these booklets have been selected based on their strong use cases in the selected industries, and an EMEA presence with in-region support for our customers.

20EMEA ISV Industry Booklet – Insurance 2020

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